IGAM
iA Global Asset Management’s Williams-Sonoma WSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Buy |
9,151
+4,136
| +82% | +$676K | 0.02% | 255 |
|
2025
Q1 | $793K | Buy |
+5,015
| New | +$793K | 0.01% | 315 |
|
2024
Q4 | – | Sell |
-5,527
| Closed | -$856K | – | 512 |
|
2024
Q3 | $856K | Buy |
5,527
+3,865
| +233% | +$599K | 0.02% | 345 |
|
2024
Q2 | $469K | Buy |
+1,662
| New | +$469K | 0.01% | 356 |
|